FFA
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Fi3 Financial Advisors’s Dollar General DG Stock Holding History

Fi3 Financial Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$649K Buy
6,925
+4,294
+163% +$488K 0.16% 74
2026
Q1 		$312K Buy
+2,631
New +$375K 0.09% 131

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fi3 Financial Advisors's DG Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Dollar General (DG) stake by 163% in Q2 2026, buying an estimated $488K and bringing the position to 6,925 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #74.

Fi3 Financial Advisors first reported a position in DG in Q1 2026 and has held it in 2 quarters since. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Fi3 Financial Advisors held 6,925 shares of Dollar General worth $649K as of Q2 2026.
  • Fi3 Financial Advisors bought 4,294 Dollar General shares in Q2 2026, an estimated $488K.
  • Dollar General made up 0.16% of Fi3 Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Fi3 Financial Advisors first reported a position in Dollar General in Q1 2026 and has held it in 2 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.